Wilson County, TN Financial Advisors and Resources

Financial Advisor Firms in Wilson County, TN



(615) 810-8185

675 N. Mount Juliet Rd., Ste 200

Mount Juliet, TN 37122

SEC#: 801-72060
Years in Business: 10 years

How Retirement-Friendly is Wilson County, TN?

  • Population: 136,666
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $274,400
  • Average Monthly Housing Cost: $1,146
  • Average Household Income: $93,387
  • Tennessee Total Tax Burden: 5.74% (2nd Lowest in U.S.)
  • Tennessee Property Tax: 1.70% (3rd Lowest in U.S.)
  • Tennessee Individual Income Tax: 0.08% (8th Lowest in U.S.)
  • Tennessee Sales and Excise Tax: 3.96% (14th Highest in U.S.)

Wilson County, TN Financial Advisor FAQs

Financial advisors typically charge an asset fee on the money you invest.
Ultimately, you want an advisor who operates at high ethical standards with strong customer service skills. Ask yourself these questions before deciding on which one to choose: What kind of education do advisors have? How long have they been working as a financial advisor?
When choosing a financial advisor, it may help to ask questions such as: How long have you been working with money? In what capacity? In what areas of finance do you specialize? What kind of education and training have you had for this work? What credentials have you attained or degrees obtained?
A typical role of the financial advisor is to calculate retirement funds, create portfolios for investors, provide long-term planning services, or handle estate planning for their clients.